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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
IWA
3051
Intercontinental Wealth Advisors
Texas
$369M -$70.3M -16% 16.5% 46.7% 295 12.2%
HWCM
3052
Hudson Way Capital Management
Texas
$369M -$55M -13% 16% 57.5% 17 11.76%
NI
3053
NFC Investments
Tennessee
$369M -$77.6M -17% 15.7% 39 12.82%
AWC
3054
Abundance Wealth Counselors
Pennsylvania
$369M +$688K +0.2% 13.6% 94.7% 155 11.61%
PWMG
3055
Prestige Wealth Management Group
New Jersey
$369M -$37.6M -9% 9.99% 50.3% 1,116 12.1%
ECM
3056
EagleClaw Capital Management
Massachusetts
$369M -$66.7M -15% 13.3% 96.5% 135 6.67%
GEA
3057
Glen Eagle Advisors
New Jersey
$369M -$14.4M -4% 11.9% 63% 1,035 11.59%
MCM
3058
McRae Capital Management
New Jersey
$368M -$74.7M -17% 13.9% 59.2% 112 6.25%
WFAG
3059
Wescott Financial Advisory Group
Pennsylvania
$368M -$19.8M -5% 12.5% 45% 143 18.88%
HGWM
3060
Horst & Graben Wealth Management
Oregon
$368M -$40.9M -10% 12% 55.1% 143 14.69%
CFO
3061
CVA Family Office
Colorado
$368M -$50.4M -12% 13.8% 57.4% 1,021 14.69%
LA
3062
Lynch & Associates
Indiana
$368M -$45.3M -11% 10% 62.9% 106 3.77%
DCM
3063
DAFNA Capital Management
California
$367M -$16.9M -4% 12.4% 240% 97 10.31%
JCP
3064
JB Capital Partners
New York
$367M -$80.1M -18% 16.3% 149% 87 8.05%
SPP
3065
Single Point Partners
Massachusetts
$367M -$25.6M -7% 13.4% 52.3% 148 35.14%
MAG
3066
Mass Ave Global
New York
$366M -$11.4M -3% 22% 49 71.43%
MWA
3067
Martel Wealth Advisors
Washington
$366M -$45M -11% 11.1% 39.7% 51 9.8%
GFS
3068
GYL Financial Synergies
Connecticut
$366M -$51.5M -12% 13% 36% 210 11.9%
EC
3069
Edenbrook Capital
New York
$366M -$217M -37% 9.74% 249% 23 26.09%
CA
3070
Cambridge Advisors
Nebraska
$366M -$53.7M -13% 12.3% 52.9% 191 13.61%
DW
3071
Domani Wealth
Pennsylvania
$366M -$96.1M -21% 14.7% 48.6% 118 9.32%
ACM
3072
Alpha Capital Management
Texas
$366M -$94.5M -21% 16.4% 76.2% 110 12.73%
PAM
3073
Peak Asset Management
Colorado
$366M -$64.4M -15% 12.3% 58.1% 145 11.03%
RCM
3074
Radnor Capital Management
Pennsylvania
$366M -$32.9M -8% 7.68% 86.6% 252 11.11%
AWA
3075
Artemis Wealth Advisors
New York
$365M -$238M -39% 18.9% 112% 141 62.41%